Ategra Capital Management, LLC

CIK: 0001741369SEC EDGAR →

Portfolio Value

$210.2M

Holdings

25

As of

Q4 2025

New Positions

4

Closed Positions

2

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
NDQPut

INVESCO QQQ TR

55,839$34.3M
16.32%
2
TFCCall

TRUIST FINL CORP

467,620$23.0M
10.95%
3

FINANCIAL INSTNS INC

572,075$17.8M
8.48%
4

CITIZENS FINL GROUP INC

240,007$14.0M
6.67%
5

BEACON FINANCIAL CORP.

511,288$13.5M
6.41%
6

AXOS FINANCIAL INC

153,342$13.2M
6.29%
7

HAWTHORN BANCSHARES INC

342,390$11.9M
5.68%
8

PARKE BANCORP INC

453,493$11.4M
5.40%
9

VANGUARD INDEX FDS

14,724$9.2M
4.39%
10

AMERICAN RIVIERA BANCORP

380,700$9.1M
4.33%

Quarterly Changes

Top Buys

NDQ↑ Increased
$12.8M
BANEW
$5.8M
IBCPNEW
$4.5M
EGBN↑ Increased
$3.2M
CFG↑ Increased
$3.1M

Top Sells

BACLOSED
$2.5M
PFECLOSED
$1.8M
RYCLOSED
$1.5M
AUB↓ Decreased
$967K
SHBICLOSED
$934K

New Positions (6)

$5.8M · 27K shares
$4.5M · 139K shares
$2.7M · 89K shares
$2.2M · 37K shares
$559K · 6K shares
$496K · 5K shares

Closed Positions (4)

$2.5M · 12K shares
$1.8M · 70K shares
$1.5M · 10K shares
$934K · 57K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services20$145.5M69.3%
Unknown3$56.6M26.9%
Industrials1$5.8M2.8%
Utilities1$2.2M1.1%